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3,118 hedge funds and large institutions have $662B invested in Microsoft in 2019 Q1 according to their latest regulatory filings, with 169 funds opening new positions, 1,343 increasing their positions, 1,386 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 169 | Existing positions closed: 100

17% more capital invested

Capital invested by funds: $568B → $662B (+$94.3B)

2% more funds holding in top 10

Funds holding in top 10: 1,4631,499 (+36)

1% more funds holding

Funds holding: 3,0923,118 (+26)

0.09% less ownership

Funds ownership: 73.36%73.26% (-0.09%)

3% less repeat investments, than reductions

Existing positions increased: 1,343 | Existing positions reduced: 1,386

13% less call options, than puts

Call options by funds: $6.3B | Put options by funds: $7.26B

Holders
3,118
Holders Change
+26
Holders Change %
+0.84%
% of All Funds
67.47%
Holding in Top 10
1,499
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+2.46%
% of All Funds
32.44%
New
169
Increased
1,343
Reduced
1,386
Closed
100
Calls
$6.3B
Puts
$7.26B
Net Calls
-$964M
Net Calls Change
+$256M
Name Holding Trade Value Shares
Change
Change in
Stake
VST
1151
Van Strum & Towne
California
$13.1M -$171K -1,570 -1%
FG
1152
Fiduciary Group
Georgia
$13.1M +$147K +1,344 +1%
LSA
1153
L & S Advisors
California
$13M -$793K -7,267 -6%
SCI
1154
S&CO Inc
Massachusetts
$13M -$19.4K -178 -0.2%
1IA
1155
1834 Investment Advisors
Wisconsin
$13M -$210K -1,929 -2%
PAM
1156
Peak Asset Management
Colorado
$12.9M -$466K -4,269 -4%
KWM
1157
Kingsview Wealth Management
Oregon
$12.9M +$2.28M +20,933 +24%
JG
1158
Jefferies Group
New York
$12.9M +$371K +3,400 +3%
SCA
1159
Stonebridge Capital Advisors
Minnesota
$12.9M -$546 -5 -0%
AP
1160
Appleton Partners
Massachusetts
$12.8M +$174K +1,592 +1%
LDB
1161
Lee, Danner & Bass
Tennessee
$12.8M -$291K -2,668 -2%
APA
1162
American Portfolios Advisors
New York
$12.8M +$1.6M +14,646 +16%
CII
1163
Capital International Inc
California
$12.7M -$201K -1,846 -2%
DDC
1164
DF Dent & Co
Maryland
$12.7M +$214K +1,960 +2%
ST
1165
Spinnaker Trust
Maine
$12.7M -$480K -4,395 -4%
CA
1166
Cetera Advisors
Colorado
$12.6M +$623K +5,713 +6%
BRWA
1167
B. Riley Wealth Advisors
Florida
$12.5M +$631K +5,786 +6%
CC
1168
Cadinha & Co
Hawaii
$12.5M +$660K +6,052 +6%
WIS
1169
Wright Investors Service
Connecticut
$12.5M -$1.14M -10,463 -9%
TF
1170
Tompkins Financial
New York
$12.5M -$52.2K -478 -0.4%
VSI
1171
Verde Servicos Internacionais
Brazil
$12.5M +$1.7M +15,557 +17%
WG
1172
Winton Group
United Kingdom
$12.5M -$698K -6,399 -6%
VV
1173
Verity & Verity
South Carolina
$12.4M +$238K +2,186 +2%
PL
1174
Parkwood LLC
Ohio
$12.4M +$57.1K +523 +0.5%
EPC
1175
Emerson Point Capital
New York
$12.4M -$1.48M -13,604 -11%

MSFT Hedge Fund Activity: Q1 2019 in Review

3,118 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Microsoft (MSFT) for Q1 2019, worth a combined $662B — up 17% from $568B a quarter earlier.

Buyers outnumbered sellers: 169 funds opened new MSFT positions and 100 closed out — a net gain of 69 holders — while 1,343 added to existing stakes and 1,386 trimmed.

The largest buyer was State Street, adding an estimated $1.04B. The largest seller was Capital Research Global Investors, cutting an estimated $1.32B.

  • 3,118 institutional investors held Microsoft (MSFT) as of Q1 2019, up from 3,092 in Q4 2018.
  • Funds reported $662B of Microsoft stock for Q1 2019, up 17% quarter-over-quarter.
  • 169 funds opened new Microsoft positions in Q1 2019 and 100 closed out, a net change of +69 holders.
  • The largest Microsoft buyer in Q1 2019 was State Street, an estimated $1.04B added.
  • The largest Microsoft seller in Q1 2019 was Capital Research Global Investors, an estimated $1.32B sold.

Based on aggregated 13F filings for Q1 2019.